Filed April 8, 2024 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVST INSTITUTIONAL OPS CO Service code 13 · EIN 04-2647786 | Contract Administrator | $2,800,731 |
MERCER5+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $1,151,782 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Service code 15 · EIN 13-5570651 | Recordkeeping | $115 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $894,319,009-100.0% | $50,635-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 19.11% | 24.48%-5.4pp | 18.06%+1.0pp | 24.48%-5.4pp |
| Employer contribution / active EE | $0 | $9,418-100.0% | $30,411-100.0% | $9,418-100.0% |
| Participant deferral / active EE | $0 | $501-100.0% | $40-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $1,675-100.0% | $2,968,729-100.0% |